Anic Equity¶
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Total return since start: 0.582 %¶
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Equity now: -----------------------------> 48317.1 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44255.5 Kr¶
PnL: ---------------------------------------> -800.5 Kr¶
DD now: ---------------------------------> -9.042 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 12:03:38.870704'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.770000 | 1615.860000 | 146.860000 | 10.000000 | 1468.999998 |
| Hexatronic Group | 12 | 6.430000 | 1061.280000 | 94.280000 | 9.750000 | 966.999996 |
| Hoist Finance | 35 | -0.170000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| OX2 | 13 | 0.070000 | 972.400000 | 22.400000 | 2.360000 | 949.999999 |
| INVISIO | 16 | 1.310000 | 3704.000000 | 15.000000 | 0.410000 | 3689.000000 |
| Clas Ohlson B | 12 | 5.800000 | 985.800000 | 12.800000 | 1.320000 | 972.999996 |
| VEF | 909 | 1.690000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| BioGaia B | 8 | 3.340000 | 941.600000 | 11.600000 | 1.250000 | 930.000000 |
| Gränges | 9 | 2.360000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| Atrium Ljungberg B | 5 | -2.690000 | 939.000000 | 4.000000 | 0.430000 | 935.000000 |
| Sagax B | 4 | 0.140000 | 856.800000 | 2.800000 | 0.330000 | 854.000000 |
| HEXPOL B | 9 | 1.430000 | 1023.300000 | 2.300000 | 0.230000 | 1020.999996 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| JM | 6 | -1.030000 | 863.400000 | -0.600000 | -0.070000 | 864.000000 |
| Catena | 2 | -1.860000 | 782.400000 | -9.600000 | -1.210000 | 792.000000 |
| Bilia A | 8 | 1.180000 | 888.800000 | -11.200000 | -1.240000 | 900.000000 |
| AcadeMedia | 8 | -2.600000 | 389.600000 | -12.400000 | -3.080000 | 402.000000 |
| Byggmax Group | 33 | 1.790000 | 937.200000 | -18.800000 | -1.970000 | 956.000001 |
| Biotage | 7 | -1.360000 | 917.000000 | -24.000000 | -2.550000 | 940.999997 |
| Addnode Group B | 11 | 2.000000 | 896.500000 | -24.500000 | -2.660000 | 921.000003 |
| SKF B | 5 | 1.390000 | 912.750000 | -27.250000 | -2.900000 | 940.000000 |
| ASSA ABLOY B | 3 | -0.440000 | 749.700000 | -29.300000 | -3.760000 | 779.000001 |
| Creaspac SPAC | 39 | 0.000000 | 3685.500000 | -32.500000 | -0.870000 | 3717.999987 |
| EQT | 4 | 0.480000 | 797.000000 | -35.000000 | -4.210000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.600000 | 928.200000 | -38.800000 | -4.010000 | 966.999999 |
| Alimak Group | 11 | 0.620000 | 888.800000 | -39.200000 | -4.220000 | 927.999996 |
| Latour B | 4 | 1.040000 | 814.400000 | -42.600000 | -4.970000 | 857.000000 |
| Vitec Software Group B | 2 | 1.770000 | 1035.000000 | -52.000000 | -4.780000 | 1087.000000 |
| Bufab | 3 | 1.510000 | 1050.600000 | -58.400000 | -5.270000 | 1109.000001 |
| Platzer Fastigheter Holding B | 12 | -0.660000 | 902.400000 | -58.600000 | -6.100000 | 960.999996 |
| Indutrade | 5 | 0.260000 | 1156.000000 | -62.000000 | -5.090000 | 1218.000000 |
| Orrön Energy | 180 | 0.180000 | 1955.700000 | -87.300000 | -4.270000 | 2043.000000 |
| Sedana Medical | 93 | 0.160000 | 2399.400000 | -121.600000 | -4.820000 | 2521.000011 |
| BHG Group | 97 | -0.600000 | 1284.280000 | -174.720000 | -11.980000 | 1458.999989 |
| Hexagon B | 26 | 0.120000 | 3253.900000 | -207.100000 | -5.980000 | 3461.000010 |
| TOTAL | 44255.500000 | -800.500000 | -9.0422% | 45056.000411 |
Updated:¶
'2023-07-07 12:03:57.235926'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
